MWC Current Engagement: USMC Combat Operations Center (COC)COCs are expeditionary tent facilities that serve as a hub for command and control for Marine Corps operations ashore. They enable Marines to collect, process and share tactical information in a secure, collaborative environment. The tactical data systems work as an integrated C2 platform used to produce a common tactical picture in the field.Provide application administration for Rational Team Concert, Rational Quality Manager and DOORS Next Generation. Document maintenance processes for the Lifecycle management system.COC Project Tasks:Engineering Lifecycle Management (ELM) solution. • Engineering workflow• Software requirements management• Engineering test managementIT Systems Administration (Windows and Linux Environments) • Rational Team Concert server• Rational Doors NextGen server• Graylog server• Atlassian JiraData Science and Engineering• Data exploration and visualization• ETL tools including Keras• Data structures and algorithms• Database systems (SQL and NoSQL). Handling database management systems.• Data warehousing and data storage tools• Data API's• Distributed systems: Apache Spark and Hadoop• Machine learning modelsKey skills• Powershell • MongoDB • Pandas • Python• Seaborn • Numpy • Econometric Modeling • Portfolio Management• Financial Modeling • Mathematical Modeling • Financial Engineering • Operations Research• Econometric Modeling • Markov Processes • Data wrangling • Data formatting• Statistical analysis • Numpy and Seaborn • Data normalization • Data modeling• Pandas Dataframes • C++, Python, R. and Jupyter notebooks

• Produce and develop high-quality content and innovative training for the Chartered Financial Analyst exam with specialization in quantitative methods, equity investments and derivatives. • Collaborate with content team, editors, illustrators, and software developers to uphold UWorld reputation of excellence to produce the highest quality content for question bank.

• Managed the agency’s daily business activities including human resources, facilities management, vendor management, and emergency and contingency planning.• Served as head of Human Resources managing all aspects of the employee life cycle including talent acquisition, training and development, performance management, succession planning and employee relations. • Demonstrated people-focused leadership, modeled a culture of inclusivity, coaching and mentoring. • Oversaw the Client Service Center and managed the agency’s back-of-book operations. • Spearheaded and executed expansion plan to double the square footage of the agency. Successfully completed expansion without business interruption. Project managed all vendors, employee communication, space design, configuration and budget adherence. • Served as back-up to the Director of Network Office Supervision. Used experience gained through Series 9 and 10 to manage compliance and supervision. Managed agents focusing on career advisor productivity and life-stage coaching.

• This role is more commonly known as Director of Compliance. • Served as head of Compliance for the general agency responsible for agents and their staff in the Network Office territory.• Led the annual compliance and general strategic planning for the agency, ensuring seamless integration of compliance and production. • Managed team of ~250 including registered principals, insurance and investment general agency staff and financial representatives and their staff. Established long term goals and objectives for supervisory staff. • Performed daily account and trade reviews.• Effectively advised regional directors in matters related to compliance. • Coached, mentored, and performance managed agents to ensure standards of excellence were met and maintained.

• As member of the sales team, used the Personal Planning Analysis (PPA) tool to illustrate comprehensive financial planning concepts and scenarios to clients and prospects. • Executed trades and acted as support and relationship manager to insurance and investment producers performing comprehensive financial planning. • Promoted to Director of Network Office Supervision well ahead of career trajectory after a record-breaking unprecedented successful achievement of Series 9 and 10.

• Selected to serve as facilitator and instruction leader for academic assistance program utilizing peer-assisted study sessions having successfully modeled study skills and integration of course content. • Provided structured forum for students to discuss readings, develop organizational tools, predict test items and work in a collaborative and supportive study group.

• Draft and prepare legal documents, correspondence and pleadings for various industries.

• Developed and maintained a book of retail investment business, performed sales presentations, coached and trained branch personnel and performed training on cross-selling and basic investment concepts.

• Collaborated with investment representatives to monitor and resolve sales, compliance, and client service issues and formulate marketing campaigns. • Interviewed and selected additional sales support associates to form an operations center. • Traveled to and examined outlying offices and worked with representatives to ensure compliance and efficiency. • Implemented a shared resource for forms, research, and trade blotters for bank-based investment representatives across southern Georgia and in the Florida Panhandle.

Built, trained, and supervised a group of associates tasked with providing back office information and support to retail branch offices throughout the country, maintaining back of book operations, conducting exit interviews with clients, and accepting retail brokerage orders for clients throughout the country.